Signup forms allow you to collect contact information from interested website visitors. Unlike other services' signup forms, webElect interactively links the submitted info with the visitor's voter record allowing you to utiilize this info much more effectively. webElect can also push these signups directly to a linked email service provider for easily administering email campaigns.
1) Click the Signup/Donate Forms link on the Main Menu of the new interface.
*note that the Donation Forms and Pages features are not yet released
2) Click Add New
3) Complete the setup form populating the Form Name and
Descrption. The default values are the recommended settings to keep your signup forms as short as possible
while still giving the ability to link most visitors to their voter record. Tips are displayed for each field to
explain your options. If you have linked a tag to an Email Service Provider and add the tag to the sign-up
form, any sign-ups will be pushed to the linked ESP list as well.
4) Once saved, you will be able to copy and paste the
Embed Code into your website and style to fit your site's theme using CSS. You may also use the Quick Link to
send visitors to a hosted form for an easy way to make your form accessible.
5) When accessed via the embedded website form or the quick link
The visitor completes the form fields and hits submit...
Their name and zip code are checked and list of possible matches presented.
6) The Signup Forms listing shows the number of signups awaiting review (gold) and
the number accepted (green). We can see our new submission.
7) We currently require each submission to be reviewed to
prevent any bad info from entering your data
8) A simple push of the button will accept or reject the
signup. However, in cases where you already have custom contact info for a signup, you are presented with a
match screen to choose which information to keep for any fields that are conflicting.
- Create multiple signup forms to collect voters that identify with various issues that you have sections/pages for on your website. Assign the corresponding tag as the Default Tag to the form so all signups on that form get the issue tag.
- Create a single form and add multiple group/tags to it for a simple survey.
Last updated by Doug Homan, created July 13, 2018